Your own financial world sorted!

Everything in one place

All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts & more.

All the latest data

Partners with Australia’s leading data providers to ensure that your information is always up to date.

Time to buy property?

It’s easy to buy property using the new property tools. Discover how much equity you have, find out what you can buy right now and track your progress towards living in your next home! In just minutes you’ll be able to realise your property dreams.

Free wealth check

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.

Auto categorisation

Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.

Budgets become a breeze

Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.

Stay in control

Set & receive notifications, goals & use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn’t get any easier as the goal calculator let’s you visually watch your money grow.o.

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About The Planning Room

We’re expert financial planners who take care of your financial dreams so you can live the life you desire. We offer advice on insurance, financial planning, wealth creation, super, investment portfolio strategies and more. We’re the engine room of your bright financial future.